In this episode, Zane Stevens discusses the importance of communication in accounting and business. He emphasizes the need for accountants to be able to effectively communicate with clients and colleagues. Zane shares eight key points for improving communication, including having clarity of purpose, knowing your audience, being concise, consistency, active listening, using stories and examples,…
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Future-Proofing Your Business: Choosing Timeless Tech Solutions
In today’s rapidly evolving business landscape, staying ahead of the curve requires more than just keeping up with current trends. It involves strategically selecting technology solutions that will serve your business well into the future. At Protea Financial, we understand the importance of future-proofing your business with timeless tech solutions that enhance efficiency, drive growth,…
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Protea Weekly – Episode 31 – Is it time to reassess your goals?
In this episode, Zane Stevens discusses the importance of reassessing goals halfway through the year. He shares his personal and business goals and how he has been working towards them. Zane emphasizes the need to set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) and reassess them regularly. He encourages listeners to adjust or drop goals…
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The Complex World of Inventory Compliance for Wineries
The foundation of any successful business – including wineries – comprises the numbers that underly everything. Tracking your performance using these numbers is vital to maintaining and expanding a profitable business. The challenge is in the details and the arduous, often-tedious job of allocating costs, calculating COGS, managing key indicator accounts, and more. Wineries are unique…
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Strategic Financial Management for Wineries: Charting a Course for Long-Term Success
Running a winery is not just about producing exceptional wines; it’s also about managing your finances strategically to ensure long-term success. Strategic financial management involves planning, organizing, controlling, and monitoring your financial resources to achieve your business objectives. Let Protea Financial help you explore the key elements of strategic financial management for wineries and provide…
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Why You Need a Fiduciary
Estate planning is crucial for managing and distributing your assets according to your wishes. However, many Americans procrastinate on setting up an estate plan, often due to discomfort or misconceptions about the process. Without a living trust, your assets may undergo probate—a costly and time-consuming procedure. Including a professional fiduciary in your estate plan can…
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